• Well Organized Beach Time

    March 19, 2018

    Your kids are out on break, so it is time for you to follow in their footsteps and take some time off from the tape and the news wires. The market is continuing to churn within the range from its January highs and February lows. While corporate news will be light this week, we should get a Federal Reserve rate hike from 1.5% to 1.75% with commentary from the new Fed Chairman Powell.

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  • Some Relief from the Storm...

    March 12, 2018

    Another chaotic week of news, but this time the markets ended at a high point. Gary Cohn’s decision to leave the White House in a disagreement over the tariff decision caused a significant sell-off early in the week.


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  • U.S. and Them

    March 5, 2018

    Last week was the 45th anniversary of the release of maybe the greatest album of all time. So, it was only fitting that I was listening to the track ‘Us and Them’ while at the same time, trying to decipher the surprising news of the steel and aluminum tariffs.

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  • The Rebirth of Volatility

    February 26, 2018

    Four years ago, I wrote a Weekly Research Briefing focused on the death of volatility. It was fairly easy to write given the certainty of Janet Yellen’s communication for the Fed to be the backstop for any errant items in the economy or global marketplace.

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  • Time to Put on Your Dance Shoes

    February 20, 2018

    If you thought that the Winter Olympics were tough for Team U.S.A., just wait until you see the task at hand this week. We need to sell a quarter of a trillion dollars in Treasuries to many foreign buyers in a market with vertical interest rates and a falling U.S. dollar.

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